We’ll be at HIMSS Chicago April 18-20 🚀 Visit us at booth 7521!
Powerful, easy to use CRM your whole team will love.
Phone
SMS
Meetings
Tasks
Reporting
Automation
AI Assistant
Uplift your work with generative AI-powered features.
Webforms
Deploy webforms and capture data in your CRM instantly.
Integrations
FreeAgent CRM solutions to empower your business.
B2B Sales & Marketing
Lift your business up out of spreadsheets and email.
CRM for Clinics
Maximized referrals and boosted attendance rates.
CRM for Healthcare
Connect your systems and teams in one holistic workplace.
CRM for MedTech
Accelerate operational efficiency and surface new opportunities.
CRM for Manufacturers
Connect your people, data, and processes for better outcomes.
In-House Services
Delivering lasting value from start-up to success.
Discover the FreeAgent difference
FreeAgent is trusted by the world’s most productive teams
Pay Monthly
Commit annually
Pay Upfront
Commit annually
Choose your team size
/ user
/ user
$54 per month /
pay upfront, commit annually
$66 per month /
pay monthly, commit annually
See features →
/ user
/ user
$84 per month /
pay upfront, commit annually
$99 per month /
pay monthly, commit annually
See features →
MOST POPULAR
Ideal for small and mid-size organizations looking for power and productivity
/ user
/ user
$180 per month /
pay upfront, commit annually
$216 per month /
pay monthly, commit annually
See features →
See features →
All plans include:
HIPAA-COMPLIANT
|
ISO 27001
|
HIPAA-COMPLIANT
|
ISO 27001
|
STARTER | TEAM | PRO | ENTERPRISE |
Main Features |
||||
All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes |
||||
All Activities: Tasks, Emails, Phone Calls*, Texts*, Notes, and Attachments |
||||
Support Portal |
||||
Custom Apps* |
Up to 5 Custom Apps* | Unlimited | ||
Email Features |
||||
Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) |
||||
Auto-log emails to Contacts, Accounts, and Deals |
||||
Visual no-code Automation Builder* |
||||
Automated Email Sequences with smart-field personalization* |
||||
Share Email Templates with your team |
||||
Drag-n-Drop Email Visual Designer |
||||
Email Open-Click Notifications (Real-Time)* |
||||
Email Template effectiveness reporting* |
||||
Bulk Email Blasts with smart-field personalization |
||||
Call Features |
||||
Fully-integrated Outbound Calling |
||||
Auto-log calls to Contacts, Accounts, and Deals |
||||
Call duration & outcome reporting |
||||
Call recording |
||||
Searchable call transcriptions |
||||
SMS (Text) Features |
||||
Send and receive SMS (including images) |
||||
Auto-log texts to Contacts, Accounts, and Deals |
||||
Bulk SMS Blasts with smart-field personalization* |
||||
Automated SMS Sequences with smart-field personalization* |
||||
Tasks & Productivity |
||||
Personal page with your tasks, notifications and calender |
||||
Automatic Task context for Contacts, Accounts, Deals & Projects* |
||||
Automatic Task assignment based on triggers |
||||
Flip your real-time Notifications into Tasks with 1-click |
||||
1-Click to Call, Email, or Text* |
||||
Quick-create tasks from any page |
||||
Live feed all activities across your team (real-time) |
||||
Reminders and escalation rules for overdue Tasks |
||||
Snooze reminders |
||||
Personalization |
||||
Remove FreeAgent branding from Emails, Meeting Invitations |
||||
Brand FreeAgent with your Logo and Theme |
||||
Custom Branded Login Page |
||||
Custom UI Pages and Page Builder |
||||
Management Reporting |
||||
Custom Dashboards and reports |
Unlimited | Unlimited | Unlimited | Unlimited |
Out-of-the-box reports included for sales, marketing, ticketing, + |
||||
Customer acquisition and retention reporting |
||||
Sales team performance reporting Compare performance by rep / month / lead source, + |
||||
Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + |
||||
Pipeline, revenue & cycle time reporting |
||||
Schedule recurring report snapshots and distribute via email |
||||
Meetings |
||||
Team Calendar |
||||
Automatic 2-way sync to Google Calendar or Office Calendar |
||||
Automately log meetings to Contacts, Accounts, and Deals |
||||
Convenient scheduling of team members |
||||
Track and report on Meeting outcomes |
||||
Schedule Meeting email link |
||||
Automating Work |
||||
Visual no-code Automation Builder* |
Up to 25 Automations* | Up to 300 Automations* | Unlimited | |
Automate lead capture, lead assignment, and lead followup |
||||
Automatically assign tasks per stage |
||||
Automatically assign tasks from triggers |
||||
Automate account followup |
||||
Automate email, call, and text campaigns to prospects and customers |
||||
Advanced Workflow Builder |
||||
AI Assistant / Co-Pilot |
||||
Create and Update Records |
||||
Build Reports |
||||
Navigate the CRM |
||||
AI-Based Lead and Deal Scoring |
||||
Integrations |
||||
Connect to 1000's of other systems via Zapier |
||||
Gmail, Outlook, Exchange Email Integrations |
||||
Google and Microsoft Calendar Integrations |
||||
Mailchimp Integration |
||||
Twilio Integration for Voice, SMS/Text |
||||
Sendgrid Integration for Bulk Email |
||||
DocuSign Integration |
||||
Quickbooks Online Integration |
||||
Slack Integration |
||||
IMAP Email Integration |
||||
Webhooks |
||||
Direct API access |
||||
Out of the Box IPaaS Integration Service |
||||
Security |
||||
Undelete Records |
||||
Set Individual Access |
||||
Audit Log of Every Change |
||||
Set Field-Level Permissions |
||||
Advanced Permissions: Role Based Access Control |
||||
Go Live Quickly |
||||
Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps |
||||
Out-of-the-box sales dashboards and reports |
||||
Out-of-the-box email templates you can adapt for your business |
||||
Easy setup wizards for email pairing, calendar, phone, and text integrations |
||||
Future Proof |
||||
Frequent updates and enhancements to the platform included |
||||
Easily customizable to meet the needs of your business |
||||
Integrate easily with the tools you already use |
||||
#1 Top-Rated Support |
||||
Knowledge Base AI Assistant Finding the answers to your questions faster. |
||||
Help Center with easy-to-follow guides, videos, and walk-throughs |
||||
Weekly Live Customer Webinars Our expert team will introduce new features and answer customer questions on any topic |
||||
Ticket Support Portal (< 2.5 hr issue resolution time) |
||||
30-Day Onboarding available (< 2.5 hr issue resolution time) |
||||
PRO Services available Our premium internal agency is available for custom integrations / customizations |
||||
Dedicated Account Manager |
*Usage / feature limitations for select plans.
CONNECTED
Connect with our CRM experts to unleash your team’s potential.
We use cookies to improve your browsing experience. By accepting this, you agree to our Privacy Policy